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Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

Summary

Allworth Financial, the 4th fastest growing RIA in America, is seeking an experienced financial advisor in Riverwoods, IL to join our rapidly expanding team.

At Allworth Financial, we allow our advisors the opportunity to do what they do best, which is to provide fiduciary investment management and holistic financial planning advice to our valued clients without the pressure to make recommendations on proprietary investment products. Extensive training and support will be provided. Whether you enjoy driving in new business, servicing existing clients, or perhaps a little bit of both, Allworth offers you the choice and flexibility to choose a path that best suits you.

Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.

This is a full-time, exempt hybrid position that requires a blend of in-office work, face-to-face client meetings, and some remote flexibility. The compensation package includes a base salary plus variable compensation.

Responsibilities

Meet with future clients to discuss their needs and concerns, and to assess their overall financial situation, before explaining how partnering with Allworth will help them meet their financial, investment, and retirement planning goals via our 7 Personal Decision Pointstm planning process.
Establish formal advisory relationships with future clients who are deemed to be a good fit with the Allworth philosophy.
Work closely with support teams to establish relationships and secure accounts with new clients.
Work with the Financial Planning team to create plans for new clients.
Periodically review plan with clients to enable Allworth to fulfill its fiduciary mission in planning and investment management.
Communicate updates from our in-house Investment Management team to clients as needed, while answering questions regarding portfolio allocation, methodology, etc.
Refer suitable clients to our tax planning division, or to our trusted 3rd party estate planning or insurance providers via our Integrated Solutions team.
Update client records by dictating notes and follow-up activities in a highly customized CRM system that all team members rely on as a single source of client info.
Become a subject matter expert on Allworth’s integrated services.
Coordinate and participate with team members to support events and educational outreach.
Provide clear and honest feedback to leadership about improving the Allworth experience.

Qualifications

Professional designation of Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC®) is required.
Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed.
Minimum three-years of client-facing wealth management or financial planning experience is required.
BA/BS or master’s degree preferred.
Must possess professional enthusiasm, strong communication, presentation, listening, and analytical skills.
Comfort with technology is required; experience with specific tools is a plus:

MoneyGuidePro, Salesforce, Zoom or similar.

Self-starter with the ability to work independently.
Experience presenting and a persuasive nature is also highly desired.
Familiarity with a Client Relationship Management (CRM) database program a plus.

Benefits

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy.
Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
11 Paid Holidays
Option to participate in our Equity Purchase Program
Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Allworth Financial participates in E-Verify. Click here for more information.

California residents, click here for our privacy policy.

","hiringOrganization":{"@type":"Organization","name":"Allworth Financial","sameAs":"https://allworthfinancial.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Durham, North Carolina, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":2,"item":{"@type":"JobPosting","title":"Financial Advisor CIRO-ID","datePosted":"2025-09-19","description":"

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How You'Ll Succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You’re a certified professional (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME).
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

#Li-Ta

What Cibc Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

St.Catharines-Fairview Mall

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"St.Catharines-Fairview Mall, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":3,"item":{"@type":"JobPosting","title":"Financial Advisor- CIRO-MFD/AMF","datePosted":"2025-09-19","description":"

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How You'Ll Succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

#Li

What Cibc Offers

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Yorkton-30 Second Ave. North

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Yorkton-30 Second Ave. North, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":4,"item":{"@type":"JobPosting","title":"Associate Financial Advisor","datePosted":"2025-09-19","description":"

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

How You’Ll Succeed

Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What Cibc Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2026-06-05

Job Location

Burnaby-Kingsway and McKercher

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Burnaby-Kingsway and McKercher, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":5,"item":{"@type":"JobPosting","title":"Senior Financial Advisor - Lasalle","datePosted":"2025-09-19","description":"

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio, and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

Please note that Mandarin is an asset for this role.

How You'Ll Succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships . Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC), and must meet eligibility requirements for CIRO-MFD licensing upon hire. Personal Financial Planner (PFP) within 24 months of hire.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

#Li-Ta

What Cibc Offers

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

LaSalle-7077,Boul,Newman

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"LaSalle-7077,Boul,Newman, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Financial Advisor & Planner – Brokerage/Premier Accounts","datePosted":"2025-09-19","description":"

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Financial Advisor & Planner – Brokerage/Premier, assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service.

This role acts as the quarterback & primary point of contact for a book of clients assigned directly to you (no prospecting) in the Investment Services Category (Individual Client AUM from $100k - $250k) and is responsible for providing an outstanding client experience. The role provides an outstanding client experience via proactively driving financial planning + guidance, being responsive/available to reactive client needs, and effectively communicating what clients can get from their relationship with Empower.

Performance in this role is measured in a variety of ways, including client satisfaction, client retention, and enrollments into other financial services. Significant emphasis is placed on client retention & satisfaction.

What you will do

The ideal candidate will provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness.
Comprehensive relationship management via phone conversations, and email communication. Client interaction is both proactive and reactive.
Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.
An ability to clearly discuss portfolio, market, and economic discussions.
Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans.
Effectively coordinate with operational teams for client-related administrative issues.
Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country.

What you will bring

Bachelor’s Degree or higher in business, finance, or related field.
FINRA Series 7, 63, and 65 FINRA registrations required within corporate-established timelines.
FINRA Fingerprinting required.

What will set you apart

High-level knowledge of current investment products and industry services.
Exceptional verbal and written communication skills.
Proven track record in relationship management and customer satisfaction.
The ability to compare and contrast the benefits and suitability of different investment options and products.
Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment.
Strong interpersonal skills, team-oriented, and collaborative.

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

#Li-Remote

#Pjpw2

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$58,500.00 - $82,650.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer • Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

09-29-2025

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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How You’Ll Succeed

Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What Cibc Offers

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Arnprior

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Arnprior, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":8,"item":{"@type":"JobPosting","title":"Bookkeeper / Financial advisor for Fashion Outlet","datePosted":"2025-09-18","description":"

What You Will Be Doing

You handle the ongoing, accrual-based financial accounting (accounts receivable, accounts payable, banking, and fixed assets accounting).
You prepare monthly, quarterly, and annual financial statements in accordance with the German Commercial Code (HGB).
You optimize and ensure processes for recording all business transactions.
You prepare and submit VAT returns as well as the monthly reports to the German Central Bank.
You reconcile accounts and monitor and clear open items.
You contribute to the further development of internal processes and help optimize accounting workflows.
You act as a point of contact for auditors, tax consultants, and controlling departments regarding annual financial statements.

More About You

Completed training as a tax clerk, business administrator, or a comparable degree.
Professional experience in financial accounting.
Solid knowledge of relevant laws (HGB, EstG, and UStG).
Strong analytical thinking and a structured way of working.
Team player with a high level of personal responsibility.

What We Offer

24 vacation days per year and an attractive salary.
Flexible working hours within a flexitime model.
A multicultural team with flat hierarchies and plenty of room for new ideas.
A bright, open office with snacks and drinks.
The opportunity to explore new areas of responsibility and take on more ownership.
Regular company events and meetings where everyone comes together to celebrate successes and learn from one another.

","hiringOrganization":{"@type":"Organization","name":"Homify","sameAs":"https://www.homify.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Hi Immobilien GmbH - Standort Berlin, Berlin, Hi Immobilien GmbH - Standort Montabaur","addressCountry":"Germany","addressRegion":"Europe"}}}},{"@type":"ListItem","position":9,"item":{"@type":"JobPosting","title":"Branch Consultant/ Financial Advisor Butterworth","datePosted":"2025-09-18","description":"

Who Are We?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

Purpose Of The Role

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
Providing sound financial advice and a high level of client service in a Branch context.
Creating opportunities for client optimisation and cross selling of value-added services.

\n\n

Key Responsibilities

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:\n\t\n
Providing sound financial advice and a high level of client service in a Branch context.
Creating opportunities for client optimisation and cross selling of value-added services.

1. Sales Delivery

Gain and maintain an in-depth understanding of SRM product ranges.
Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
Conduct due diligence on clients to identify and flag risks.
Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention
Quality, compliance and continuous development
Monthly planning and reporting

Responsible for servicing and managing all client profiles to ensure clients remain on the books.\n\t\n
Gain insight into client risk profiles to proactively identify where support will be required.\n\t\n
Responsible for in-branch servicing in line with client experience standards:\n\t\n
Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
Manage persistency of client payments in favour of both the branch and the client.
Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Remain up to date with and continuously adhere to compliance and quality standards.
Keep up to date with own registration, product knowledge and maintenance of own CPD points.
Identify risks and flag potentially fraudulent activities.
Keep and store relevant records of advice.
Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.
Responsible for reporting on activities daily, through using relevant technology platforms.
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Perform any ad-hoc requirements as requested by the Retail Branch Manager.

\n\n\n\n\n

Qualifications

Matric (Grade 12)

Re5 Advantageous

FAIS Compliant (Wealth Management) as per DOFA requirements.

Class of Business training (to be completed within 12-months of employment)
\n

Knowledge And Experience

Knowledge:

Client service.
Sales and cross-selling tactics and strategies (client optimisation).
Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
Knowledge on insurance products would be advantageous.

Experience:

1-year experience in a sales or marketing capacity.
Experience within insurance branches an advantage.\n\t

Skills And Competencies

Persistently focused on achieving targets
Analysing information
Technologically orientated
Selling and influencing skills
Critical thinking skills
Strong communicator (verbally and in writing)
Strong customer service orientation
Organising skills
Adaptable and open to learning

Personal Attributes

\nBusiness insight - Contributing independentlyDecision quality - Contributing independentlyBuilds effective teams - Contributing independentlyPlans and aligns - Contributing independently

Build A Successful Career With Us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. \nThrough its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

\nCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independently

Turnaround Time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our Commitment To Transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Who Are We?

Purpose Of The Role

\n\n

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:\n\t\n
Providing sound financial advice and a high level of client service in a Branch context.
Creating opportunities for client optimisation and cross selling of value-added services.

Key Responsibilities

1. Sales Delivery

Gain and maintain an in-depth understanding of SRM product ranges.
Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
Conduct due diligence on clients to identify and flag risks.
Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention
Quality, compliance and continuous development
Monthly planning and reporting

Responsible for servicing and managing all client profiles to ensure clients remain on the books.\n\t\n
Gain insight into client risk profiles to proactively identify where support will be required.\n\t\n
Responsible for in-branch servicing in line with client experience standards:\n\t\n
Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
Manage persistency of client payments in favour of both the branch and the client.
Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Remain up to date with and continuously adhere to compliance and quality standards.
Keep up to date with own registration, product knowledge and maintenance of own CPD points.
Identify risks and flag potentially fraudulent activities.
Keep and store relevant records of advice.
Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.
Responsible for reporting on activities daily, through using relevant technology platforms.
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Perform any ad-hoc requirements as requested by the Retail Branch Manager.\n\t

\n\n\n\n\n

Qualifications

Matric (Grade 12)
RE5 advantageous
FAIS Compliant (Wealth Management) as per DOFA requirements.
Class of Business training (to be completed within 12-months of employment)\n\t

Knowledge And Experience

Skills And Competencies

Personal Attributes

\nBusiness insight - Contributing independentlyDecision quality - Contributing independentlyBuilds effective teams - Contributing independentlyPlans and aligns - Contributing independently

Build A Successful Career With Us

Turnaround Time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our Commitment To Transformation

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Who Are We?

What Will You Do?

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

Providing sound financial advice and a high level of client service in a Branch context.
Creating opportunities for client optimisation and cross selling of value-added products

What Will Make You Successful In This Role?

Sales Delivery:

Gain and maintain an in-depth understanding of SRM product ranges.
Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
Conduct due diligence on clients to identify and flag risks.
Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch Client Service and Client Retention:

Responsible for servicing and managing all client profiles to ensure clients remain on the books.
Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
Manage persistency of client payments in favour of both the branch and the client.
Gain insight into client risk profiles to proactively identify where support will be required.
Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Responsible for in-branch servicing in line with client experience standards:
Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, Compliance And Continuous Development:

Remain up to date with and continuously adhere to compliance and quality standards.
Keep up to date with own registration, product knowledge and maintenance of own CPD points.
Identify risks and flag potentially fraudulent activities.
Keep and store relevant records of advice.
Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Monthly Planning And Reporting:

Responsible for reporting on activities daily, through using relevant technology platforms.
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Perform any ad-hoc requirements as requested by the Retail Branch Manager

Qualification And Experience:

1-year experience in a sales or marketing capacity
Experience within insurance branches an advantage
Matric (Grade 12)
RE5 advantageous
FAIS Compliant (Wealth Management) as per DOFA requirements.
Class of Business training (to be completed within 12-months of employment

Knowledge And Skills

\nBroker SupportAdministration and processing of new and existing businessBusiness BuildingPartnership BuildingCoach and develop others

Personal Attributes

\nBusiness insight - Contributing independentlyDecision quality - Contributing independentlyBuilds effective teams - Contributing independentlyPlans and aligns - Contributing independently

Build A Successful Career With Us

Core Competencies

Turnaround Time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

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Work Location:

Springfield, Massachusetts, United States of America

Hours:

Pay Details:

$60,000 - $60,000 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business:

TD Wealth

Job Description:

The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. The successful candidate for the FAA role must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as a the client’s advisor. As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client’s financial status or goals or the need for different strategies or products. The FAA is responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.

The FAA will rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Working within an assigned territory, the FAA will educate and coach Retail Store staff to identify referral prospects. The role will need to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary.

Depth & Scope:

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need
Develops, maintains and manages all aspects of the client’s relationship with TD Wealth
Works with prospects to attract and develop clients and address their wealth management advisory needs
Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same
Builds a client base by acquisition of new clients on an ongoing basis
Educates and advises prospects and clients regarding investment and insurance strategies and products
Retains and grows client base through relationship management, ongoing communication and consultation with client, obtaining and analyzing up to date client information on an ongoing basis, and periodically analyzing and determining appropriate updates to client's financial planning as necessary and appropriate
Recommends personalized/tailored investment and insurance strategies and products to meet client’s financial and wealth creation objectives
Meets quarterly and annual objectives
Proficient in SalesForce, Money Guide Pro and other authorized software to effectively track client engagement and provide advice
Ensures all new clients receive the complete on-boarding experience, which includes:
A thorough client discovery leading to a truly exceptional client experience
Completion of a financial needs analysis to provide objective, individualized goals based advice
Completion of all requisite client onboarding documents
Provides education, coaching, Wealth referral training, and ongoing feedback to Retail and Small Business staff
Effectively implements a process to ensure every client receives periodic ongoing contacts and an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth and financial planning needs
Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions
Identifies opportunities within the portfolio and network to refer business to Retail and Small Business/Commercial Partners
Executes in a manner that is compliant with regulations, policies and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
Ensures all Continuing Education requirements are attained
Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
Responsible for implementing TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
Develops understanding of client’s assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed
Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm
Represents TD Wealth to the general public in a professional manner
Demonstrates involvement in the community and support for TDBG charity and community initiatives

Education & Experience:

Bachelor's degree strongly preferred
1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program
SIE & Series 7 required
Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule
Self-directed, with strong ability to plan own activities to achieve sales and referral goals
Comprehensive understanding of wealth products and services
Strong verbal and written communication skills
Strong organizational and time management skills
Ability to travel within assigned market to meet prospects, clients and partners five days a week
Ability to commute within assigned territory
Understanding of wealth management business development techniques
Understanding and experience interacting with retail and small business banking clients
Consultative sales experience required
Ability to establish relationships and partner effectively with other departments

Occ:

This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.

Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.

If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Na

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 November 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

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Work Location:

Aventura, Florida, United States of America

Hours:

Pay Details:

$90,000 - $90,000 USD

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business:

TD Wealth

Job Description:

The Financial Advisor role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.

A FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.

Depth & Scope:

Experience selling investments and providing financial plans
Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
Ability to partner and promote lead generation
Manages goals, prioritizes tasks and comfortable working in a fast paced environment
Ensures all new & existing clients are provided with a MA Planning Experience
Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts
Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client’s relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
Implements and executes a differentiated service model/experience for MA clients
Meets quarterly and annual sales goals
Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
Executes in thorough manner that is compliant with regulations, policies and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
Ensures all Continuing Education requirements are attained
Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
Responsible for implementing TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
Represents TD Wealth to the general public in a professional manner
Is involved in the community and support TDBG charity and community initiatives

Education & Experience:

4-year degree required or equivalent work experience
2+ years of selling investments & providing financial planning with a track record of success
In-depth knowledge of investment products and services
Required Registrations: SIE, Series 7 and Series 65/66 required – if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule
Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule
Advanced understanding of wealth management business development techniques, products, services and overall industry.
Proven ability to achieve sales goals
Proficient with retail and small business banking
Proven ability to establish relationships and partner effectively with other departments within TD Bank, America’s Most Convenient Bank
Ability to travel within assigned Market to meet prospects, clients and partners; up to 75% of time
Driver’s License required

Customer Accountabilities:

Understands and supports the Bank's Customer Service Strategy
Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
Models quality service delivery at every interaction
Leads and contributes to the ongoing improvement of the partner / Customer experience

Employee/Team Accountabilities:

Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
Participates fully as a member of the team and contribute to a positive work environment
May provide leadership, training, and guidance to other team members
Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
Actively shares information and knowledge, and proactively learn from the expertise of others

Our Total Rewards Package

Accommodation

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Work Location:

Springfield, Massachusetts, United States of America

Hours:

Pay Details:

$90,000 - $90,000 USD

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business:

TD Wealth

Job Description:

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions.

A Transitional FA will need to leverage their experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs, reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.

Depth & Scope:

Experience selling investments and providing financial plans
Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
Ability to partner and promote lead generation
Manages goals, prioritizes tasks and comfortable working in a fast paced environment
Ensures all new & existing clients are provided with a MA Planning Experience
Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts
Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client’s relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
Implements and executes a differentiated service model/experience for MA clients
Meets quarterly and annual sales goals
Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
Executes in thorough manner that is compliant with regulations, policies and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
Ensures all Continuing Education requirements are attained
Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
Responsible for implementing TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
Represents TD Wealth to the general public in a professional manner
Is involved in the community and support TDBG charity and community initiatives

Education & Experience:

4-year degree required or equivalent work experience
2+ years of selling investments & providing financial planning with a track record of success
In-depth knowledge of investment products and services
Required Registrations: SIE, Series 7 and Series 65/66 required – if the TFA only has 65 they will be required to obtain a 63 or 66 within the Licensing & Registration Schedule
Required Life/Health Licenses or ability to obtain within Licensing & Registration Schedule
Advanced understanding of wealth management business development techniques, products, services and overall industry.
Proven ability to achieve sales goals
Proficient with retail and small business banking
Proven ability to establish relationships and partner effectively with other departments within TD Bank, America’s Most Convenient Bank
Ability to travel within assigned Market to meet prospects, clients and partners; up to 75% of time
Driver’s License required

Customer Accountabilities:

Understands and supports the Bank's Customer Service Strategy
Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
Models quality service delivery at every interaction
Leads and contributes to the ongoing improvement of the partner / Customer experience

Employee/Team Accountabilities:

Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
Participates fully as a member of the team and contribute to a positive work environment
May provide leadership, training, and guidance to other team members
Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
Actively shares information and knowledge, and proactively learn from the expertise of others
#LI-AMCBWealth

Our Total Rewards Package

Accommodation

","hiringOrganization":{"@type":"Organization","name":"TD","sameAs":"https://www.td.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"441 Cooley Street, Springfield, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":16,"item":{"@type":"JobPosting","title":"Financial Advisor-Boston, MA","datePosted":"2025-09-18","description":"

Work Location:

Boston, Massachusetts, United States of America

Hours:

Pay Details:

$100,000 - $100,000 USD

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business:

TD Wealth

Job Description:

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.

Depth & Scope:

Experience selling investments and providing financial plans
Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
Ability to partner and promote lead generation
Manages goals, prioritizes tasks and comfortable working in a fast paced environment
Ensures all new & existing clients are provided with a planning experience
Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts
Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client’s relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
Implements and executes a differentiated service model/experience for TD Wealth clients
Meets quarterly and annual sales goals
Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
Executes in thorough manner that is compliant with regulations, policies and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
Ensures all Continuing Education requirements are attained
Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
Responsible for implementing TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
Represents TD Wealth to the general public in a professional manner
Is involved in the community and support TDBG charity and community initiatives

Education & Experience:

Bachelor's degree strongly preferred
2+ years of providing advice, planning and investment sales
SIE, Series 7, Series 63 required
Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals
Advanced understanding of wealth products and services
Strong verbal and written communication skills
Strong organizational and time management skills
Ability to travel within assigned market to meet prospects, clients and partners five days a week
Ability to commute within assigned territory
Strong understanding of wealth management business development techniques
Strong understanding and experience interacting with retail and small business banking clients
Consultative sales experience required
Demonstrated ability to establish relationships and partner effectively with other departments
Proven ability to achieve sales goals

Customer Accountabilities:

Understands and supports the Bank's Customer Service Strategy
Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
Models quality service delivery at every interaction
Leads and contributes to the ongoing improvement of the partner / Customer experience

Employee/Team Accountabilities:

Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
Participates fully as a member of the team and contribute to a positive work environment
May provide leadership, training, and guidance to other team members
Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
Actively shares information and knowledge, and proactively learn from the expertise of other

Occ Language:

This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

Domestic Travel – Continuous
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Occasional
Climbing – Never
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Our Total Rewards Package

Accommodation

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If You Are A Current Adventist Healthcare Employee, Please Click This Link To Apply Through Your Workday Account.

Adventist HealthCare seeks to hire an experienced Patient Financial Advisor II for our Patient Customer Service department who will embrace our mission to extend God’s care through the ministry of physical, mental, and spiritual healing.

As a Patient Financial Advisor II, you will:
Supports current care plan and throughput within the acute medical center on-site acute services.
• Supports financial processes, including authorizations, verifications, and financial options for patients in-house, as stated above.
• Tracks available service days.
• Works with CM to ensure patients' financial obligations are met
• Coordinates with CM to support discharge planning
• Coordinates and collaborates with the current eligibility vendor
• Provides direct patient financial counseling if appropriate
• Assisting patients in completing AHC charitable applications at the support center location
• Works with limited direct supervision
• Can complete all PFA I duties if required

Qualifications include:
• Minimum of 3 years of experience within a healthcare financial environment. Can include insurer or public health setting as well.
• At least 1 year of experience establishing eligibility and/or payment authorizations
• Requires strong knowledge/training in government payor rules and regulations
• Requires strong knowledge/training regarding TPLs, WC, and other payment sources and liabilities
• High School Graduate or equivalent. Some college preferred.

Work Schedule:

Day Shift

Hours: Monday -Thursday = 8:30 am - 5:00 pm Friday = 8:00 am - 3:00 pm

Pay Range:

$20.51 - $27.21

If the salary range is listed as $0 or if the position is Per Diem (with a fixed rate), salary discussions will take place during the screening process.

Under the Fair Labor Standards Act (FLSA), this position is classified as:

United States of America (Non-Exempt)

At Adventist HealthCare our job is to care for you.

We Do This By Offering:

Work life balance through nonrotating shifts
Recognition and rewards for professional expertise
Free Employee Parking
Medical, Prescription, Dental, and Vision coverage for employees and their eligible dependents effective on your date of hire
Employer-paid Short & Long-Term Disability, Basic Life Insurance and AD&D, (short-term disability buy-up available)
Paid Time Off
Employer retirement contribution and match after 1-year of eligible employment with a 3-year vesting period
Voluntary benefits include flexible spending accounts, legal plans, and life, pet, auto, home, long term care, and critical illness & accident insurance
Subsidized childcare at participating childcare centers
Tuition Reimbursement
Employee Assistance Program (EAP) support

As a faith-based organization, with over a century of caring for the communities in the Maryland area, Adventist HealthCare has earned a reputation for high-quality, compassionate care. Adventist HealthCare was the first and is the largest healthcare provider in Montgomery County.

If you want to make a difference in someone’s life every day, consider a position with a team of professionals who are doing just that, making a difference.

Join the Adventist HealthCare team today, apply now to be considered!

Covid-19 Vaccination

Adventist HealthCare strongly recommends all applicants to be fully vaccinated for COVID-19 before commencing employment. Applicants may be required to furnish proof of vaccination.

Tobacco and Drug Statement

Tobacco use is a well-recognized preventable cause of death in the United States and an important public health issue. In order to promote and maintain a healthy work environment, Adventist HealthCare will not hire applicants for employment who either state that they are nicotine users or who test positive for nicotine and drug use.

While some jurisdictions, including Maryland, permit the use of marijuana for medical purposes, marijuana continues to be classified as an illegal drug under the federal Controlled Substances Act. As a result, medical marijuana use will not be accepted as a valid explanation for a positive drug test result.

Adventist HealthCare will withdraw offers of employment to applicants who test positive for Cotinine (nicotine) and marijuana. Those testing positive are given the opportunity to re-apply in 90 days, if they can truthfully attest that they have not used any nicotine products in the past ninety (90) days and successfully pass follow-up testing. (\"Nicotine products\" include, but are not limited to: cigarettes, cigars, pipes, chewing tobacco, e-cigarettes, vaping products, hookah, and nicotine replacement products (e.g., nicotine gum, nicotine patches, nicotine lozenges, etc.).

Equal Employment Opportunity
Adventist HealthCare is an Equal Opportunity/Affirmative Action Employer. We are committed to attracting, engaging, and developing the best people to cultivate our mission-centric culture. Our goal is to have a welcoming, equitable, and safe place to work and grow for all employees, no matter their background. AHC does not discriminate in employment opportunities or practices on the basis of race, ethnicity, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, pregnancy and related medical conditions, protected veteran status, or any other characteristic protected by law.

Adventist HealthCare will make reasonable accommodations for applicants with disabilities, in accordance with applicable law. Adventist HealthCare is a religious organization as defined under applicable law; however, it will endeavor to provide reasonable accommodations for applicants’ religious beliefs.

Applicants who wish to request accommodations for disabilities or religious belief should contact the Support Center HR Office.

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Job Description

It’s about helping others establish a financial foundation and build their dreams.

Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers’ complex problems and delivering next-level customer experience to everyone you meet?

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who You Are:

As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.

What You’Ll Do:

Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice
Actively develop new business while also managing and maintaining existing client relationships
Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences
Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding
Collaborate with attorneys and accountants regarding estate, gift, and income tax planning
Market investment products and services to new and existing Frost Bank and Frost Brokerage clients

What You’Ll Need:

Bachelor's degree in business, economics, or related discipline or 5+ years of related experience
FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire
General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire
Proficiency in Microsoft applications
Excellent written and verbal communication skills
Strong organizational and time-management skills and can adapt quickly to fast-paced environments

Additional Preferred Skills:

5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience
Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor
Master's degree in business, economics, or related discipline

Frost Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

Medical, dental, vision, long-term disability, and life insurance
401(K) Matching
Generous holiday and paid time off schedule
Tuition Reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.

","hiringOrganization":{"@type":"Organization","name":"Frost","sameAs":"https://www.frostbank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Dallas, TX - Uptown, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":19,"item":{"@type":"JobPosting","title":"Financial Advisor-Fairfield County/Greenwich, CT.","datePosted":"2025-09-18","description":"

Work Location:

Greenwich, Connecticut, United States of America

Hours:

Pay Details:

$100,000 - $100,000 USD

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business:

TD Wealth

Job Description:

Depth & Scope:

Experience selling investments and providing financial plans
Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
Ability to partner and promote lead generation
Manages goals, prioritizes tasks and comfortable working in a fast paced https://tdbfg.service-now.com/service_hubenvironment
Ensures all new & existing clients are provided with a planning experience
Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts
Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client’s relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
Implements and executes a differentiated service model/experience for TD Wealth clients
Meets quarterly and annual sales goals
Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
Executes in thorough manner that is compliant with regulations, policies and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
Ensures all Continuing Education requirements are attained
Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
Responsible for implementing TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
Represents TD Wealth to the general public in a professional manner
Is involved in the community and support TDBG charity and community initiatives

Education & Experience:

Bachelor's degree strongly preferred
2+ years of providing advice, planning and investment sales
SIE, Series 7, Series 63 required
Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals
Advanced understanding of wealth products and services
Strong verbal and written communication skills
Strong organizational and time management skills
Ability to travel within assigned market to meet prospects, clients and partners five days a week
Ability to commute within assigned territory
Strong understanding of wealth management business development techniques
Strong understanding and experience interacting with retail and small business banking clients
Consultative sales experience required
Demonstrated ability to establish relationships and partner effectively with other departments
Proven ability to achieve sales goals

Customer Accountabilities:

Understands and supports the Bank's Customer Service Strategy
Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
Models quality service delivery at every interaction
Leads and contributes to the ongoing improvement of the partner / Customer experience

Employee/Team Accountabilities:

Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
Participates fully as a member of the team and contribute to a positive work environment
May provide leadership, training, and guidance to other team members
Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
Actively shares information and knowledge, and proactively learn from the expertise of other

Occ Language:

This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

Domestic Travel – Continuous
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Occasional
Climbing – Never
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous

Our Total Rewards Package

Accommodation

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Work Location:

Shrewsbury, Massachusetts, United States of America

Hours:

Pay Details:

$60,000 - $60,000 USD

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business:

TD Wealth

Job Description:

Depth & Scope:

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need
Develops, maintains and manages all aspects of the client’s relationship with TD Wealth
Works with prospects to attract and develop clients and address their wealth management advisory needs
Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same
Builds a client base by acquisition of new clients on an ongoing basis
Educates and advises prospects and clients regarding investment and insurance strategies and products
Retains and grows client base through relationship management, ongoing communication and consultation with client, obtaining and analyzing up to date client information on an ongoing basis, and periodically analyzing and determining appropriate updates to client's financial planning as necessary and appropriate
Recommends personalized/tailored investment and insurance strategies and products to meet client’s financial and wealth creation objectives
Meets quarterly and annual objectives
Proficient in SalesForce, Money Guide Pro and other authorized software to effectively track client engagement and provide advice
Ensures all new clients receive the complete on-boarding experience, which includes:
A thorough client discovery leading to a truly exceptional client experience
Completion of a financial needs analysis to provide objective, individualized goals based advice
Completion of all requisite client onboarding documents
Provides education, coaching, Wealth referral training, and ongoing feedback to Retail and Small Business staff
Effectively implements a process to ensure every client receives periodic ongoing contacts and an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth and financial planning needs
Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions
Identifies opportunities within the portfolio and network to refer business to Retail and Small Business/Commercial Partners
Executes in a manner that is compliant with regulations, policies and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
Ensures all Continuing Education requirements are attained
Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
Responsible for implementing TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
Develops understanding of client’s assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed
Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm
Represents TD Wealth to the general public in a professional manner
Demonstrates involvement in the community and support for TDBG charity and community initiatives

Education & Experience:

Bachelor's degree strongly preferred
1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program
SIE & Series 7 required
Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule
Self-directed, with strong ability to plan own activities to achieve sales and referral goals
Comprehensive understanding of wealth products and services
Strong verbal and written communication skills
Strong organizational and time management skills
Ability to travel within assigned market to meet prospects, clients and partners five days a week
Ability to commute within assigned territory
Understanding of wealth management business development techniques
Understanding and experience interacting with retail and small business banking clients
Consultative sales experience required
Ability to establish relationships and partner effectively with other departments

Our Total Rewards Package

Accommodation

","hiringOrganization":{"@type":"Organization","name":"TD","sameAs":"https://www.td.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"200 Boston Turnpike, (Route 9), Shrewsbury, Massachusetts, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":21,"item":{"@type":"JobPosting","title":"Financial Advisor - Silverdale","datePosted":"2025-09-17","description":"

To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.

Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data

\n\n

Desire Qualifications

Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00 AM – 6:00 PM Hybrid
Location: 340 NW Randall Way, Silverdale, Washington 98383
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive

\n\n\n\n

This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.

\n\n

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

Best Companies for Latinos to Work for 2024
Computerworld® Best Places to Work in IT
Forbes® 2025 America’s Best Large Employers
Forbes® 2024 America's Best Employers for New Grads
Forbes® 2024 America's Best Employers for Tech Workers
Fortune Best Workplaces for Millennials™ 2024
Fortune Best Workplaces for Women ™ 2024
Fortune 100 Best Companies to Work For® 2025
Military Times 2024 Best for Vets Employers
Newsweek Most Loved Workplaces
2024 PEOPLE® Companies That Care
RippleMatch Recruiting Choice Award
Yello and WayUp Top 100 Internship Programs

From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position.

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

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Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data

\n\n

Desired Qualifications

Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00 AM – 6:00 PM Hybrid
Location: 1140 Galaxy Dr NE, Lacey, WA 98516
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive

\n\n\n\n

This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.

\n\n

Our approach to careers is simple yet powerful: Make our mission your passion.

Best Companies for Latinos to Work for 2024
Computerworld® Best Places to Work in IT
Forbes® 2025 America’s Best Large Employers
Forbes® 2024 America's Best Employers for New Grads
Forbes® 2024 America's Best Employers for Tech Workers
Fortune Best Workplaces for Millennials™ 2024
Fortune Best Workplaces for Women ™ 2024
Fortune 100 Best Companies to Work For® 2025
Military Times 2024 Best for Vets Employers
Newsweek Most Loved Workplaces
2024 PEOPLE® Companies That Care
RippleMatch Recruiting Choice Award
Yello and WayUp Top 100 Internship Programs

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

","hiringOrganization":{"@type":"Organization","name":"Navy Federal Credit Union","sameAs":"https://www.navyfederal.org/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Lacey, WA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":23,"item":{"@type":"JobPosting","title":"Branch Consultant/Financial Advisor - Ladysmith","datePosted":"2025-09-17","description":"

Who Are We?

Purpose Of The Role

\n\n

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:\n\t\n
Providing sound financial advice and a high level of client service in a Branch context.
Creating opportunities for client optimisation and cross selling of value-added services.

Key Responsibilities

1. Sales Delivery

Gain and maintain an in-depth understanding of SRM product ranges.
Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
Conduct due diligence on clients to identify and flag risks.
Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention
Quality, compliance and continuous development
Monthly planning and reporting

Responsible for servicing and managing all client profiles to ensure clients remain on the books.\n\t\n
Gain insight into client risk profiles to proactively identify where support will be required.\n\t\n
Responsible for in-branch servicing in line with client experience standards:\n\t\n
Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
Manage persistency of client payments in favour of both the branch and the client.
Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Remain up to date with and continuously adhere to compliance and quality standards.
Keep up to date with own registration, product knowledge and maintenance of own CPD points.
Identify risks and flag potentially fraudulent activities.
Keep and store relevant records of advice.
Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.
Responsible for reporting on activities daily, through using relevant technology platforms.
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Perform any ad-hoc requirements as requested by the Retail Branch Manager.\n\t

\n\n\n\n\n

Qualifications

Matric (Grade 12)
RE5 advantageous
FAIS Compliant (Wealth Management) as per DOFA requirements.
Class of Business training (to be completed within 12-months of employment)\n\t

Knowledge And Experience

Skills And Competencies

Personal Attributes

\nBusiness insight - Contributing independentlyDecision quality - Contributing independentlyBuilds effective teams - Contributing independentlyPlans and aligns - Contributing independently

Build A Successful Career With Us

Turnaround Time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our Commitment To Transformation

","hiringOrganization":{"@type":"Organization","name":"Sanlam","sameAs":"https://www.sanlamcloud.co.za"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Ladysmith, KwaZulu Natal, ZA","addressCountry":"South Africa","addressRegion":"Africa"}}}},{"@type":"ListItem","position":24,"item":{"@type":"JobPosting","title":"Investment Executive (Financial Advisor) Armada, MI","datePosted":"2025-09-17","description":"

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

General Function:

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Essential Duties And Responsibilities:

Achieving sales goals while serving the clients' best interests.
Plan and conduct individual and group coaching sessions with retail bank employees.
Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
Handle daily client needs and problems and prioritize and delegate tasks to resolve.
Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
Ability to delegate tasks and follow-through.
Prepare necessary internal reports for sales tracking.
Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
Conduct internal and external seminars to focus on business development and growth.
Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
Serves as a coach and mentor for licensed bank employees.
Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
Guide and promote progress toward established goals for team.
Recognize and reward achievement of goals.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Prior Brokerage Industry Experience.
Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
Ability to motivate others in a team environment.
Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
Demonstrated ability to simplify and communicate complex financial concepts.
Proven experience in building strong internal and external client relationships.
Highly developed knowledge of the securities business, investment products and financial solutions.
Highly developed sales and presentation skills.
Travel required within assigned territory.

#Li-Ml1

Investment Executive (Financial Advisor) Armada, MI

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Armada, Michigan 48005

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

","hiringOrganization":{"@type":"Organization","name":"Fifth Third Bank","sameAs":"https://www.53.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Armada, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":25,"item":{"@type":"JobPosting","title":"Financial Advisor - PNC Investments","datePosted":"2025-09-17","description":"

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisory within PNC's Investment division, you will be based in Fort Worth, TX.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies

Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say \"Workday\" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (Eeo)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.

Primary Responsibilities Include

Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Qualifications, Education, Certifications and/or Other Professional Credentials

Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor’s degree is preferred.

Pay Transparency

Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours & Work Schedule

Hours per Week: 40
Work Schedule: Varies

\n\n\n

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Merrill Team Financial Advisor Business Development Program

The Merrill Wealth Management Team Financial Advisor (TFA) engages in:

Developing a book of business in order to meet and exceed the required performance hurdles
Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs
Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan
Planning and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies
Completing mandated training, assessments, performance goals and continuing education requirements

The TFA engages in all of the above activities with the support and mentorship of a Financial Advisor Team.

The Team Financial Advisor Receives:

The strength and name recognition of Merrill and Bank of America.
World class training throughout their career with Merrill Wealth Management
State of the art software programs to assist in your success
Access to a full array of investment and banking products for your clients
Coaches or mentors located within your office to work with you towards your success

Ideal Candidates:

The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal.

Essential Duties and Responsibilities:

Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles.
Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).
Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.
Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.
Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program.

Required Qualifications

Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
Proven ability to assess needs of clients and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal and results oriented
Ability to source clients through prospecting and networking
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Desired Qualifications

At minimum a Bachelor’s Degree
Demonstrated track record of success
Proficiency in using Sales Force / Client Relationship Manager Tool
Strong understanding of the Financial Advisor role

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Shift:

1st shift (United States of America)

Hours Per Week:

40","hiringOrganization":{"@type":"Organization","name":"Bank of America","sameAs":"https://www.bankofamerica.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Jenkintown, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":28,"item":{"@type":"JobPosting","title":"Financial Advisor - Kansas City, MO","datePosted":"2025-09-16","description":"

Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Financial Advisor

Kansas City, Mo

Who We Are

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

We’re passionate about excellence.

Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what do, and we believe you will too.

We provide the book of business. You build the possibilities.

Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join AIG Retirement Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

What You’Ll Do As A Financial Advisor:

Meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies.

To help you get started, we offer the resources needed to build your own success:

Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support

What We Are Looking For

We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients.

High school diploma or GED, Bachelor's degree preferred
Two plus years of experience working as a Financial Advisor
A successful sales track record
FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66
Active state life, health & variable license

We Are An Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At COREBRIDGE FINANCIAL, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

COREBRIDGE FINANCIAL is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis.

#Li-Cbf

#Li-Ch1

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

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We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

We’re passionate about excellence.

Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.

We provide the book of business. You create the possibilities.

Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

What you’ll do as Financial Advisor:

You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

To help you get started, we offer you the resources needed to create your own success:

Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support

What Skills You Will Use:

High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.

#Li-Cbf

#Ch1

#Safg

Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company","hiringOrganization":{"@type":"Organization","name":"Corebridge Financial","sameAs":"https://www.corebridgefinancial.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"11201 N Tatum Boulevard, Phoenix, AZ, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":30,"item":{"@type":"JobPosting","title":"Personal Financial Advisor - Greenville, SC","datePosted":"2025-09-16","description":"

Work Location:

Greenville, South Carolina, United States of America

Hours:

Pay Details:

$52,000 - $77,480 USD

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business:

TD Wealth

Job Description:

The Personal Financial Advisor (PFA) I works from a centralized hub with clients in the Mass Affluent (MA) segment to attract and retain clients by addressing their wealth management needs. The PFA I meets remotely with prospects and clients to understand their long-term financial goals, objectives and risk tolerance by analyzing their financial information including but not limited to their income, assets and liabilities. The PFA I recommends personalized investment and insurance solutions to meet the client's objectives. The PFA I will be part of a sales desk team responsible for developing and maintaining TD Wealth's client base from several sources including Retail Store referrals from stores without Financial Advisors, digital prospects, marketing lead lists & accounts transitioned from a field Financial Advisors to the central desk.

The PFA I possesses broad knowledge and the ability inform and educate clients on the financial markets and market conditions. As a fiduciary the PFA I puts the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning and when conducting annual reviews to determine if there have been changes in their financial status or goals. The PFA I will be part of a team that collectively is responsible for all aspects of maintaining client relationships by providing on-going advice, planning and day to day account servicing.

Depth & Scope:

Analyzes client's financial information to determine appropriate investment and insurance strategies and products
Builds a client base by acquiring new clients on an ongoing basis
Maintains existing client base keeping client information up to date
Retains a book of business through relationship management and periodic updates to client's financial plan as needed
Meets quarterly and annual sales goals
Proficient in Fin-Tech software to effectively track client engagement and provide advice
Ensures all new clients receive the complete on-boarding experience, which includes:
Effectively implements a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts
Serves as a central sales and planning point of contact for TD Mass Affluent clients, without a local FA relationship, who have a Wealth need; service all aspects of the client’s relationship and submits appropriate referrals to all relevant partners, including local field FAs
Anticipates client's needs and suggests the most appropriate Wealth solutions
Executes in a manner that is compliant with regulations, policies and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
Ensures all Continuing Education requirements are attained
Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
Responsible for implementing TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
Uncovers clients asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
Represents TD Wealth to the general public in a professional manner
Be involved in the community and support TDBG charity and community initiatives
A thorough client discovery leading to a truly exceptional client experience
Completion of a financial needs analysis to provide goals-based advice
Completion of all requisite client onboarding documents

Education & Experience:

Bachelor's degree preferred
Valid and active Series S65 is required, or obtained within allotted time period
Candidates without a valid & active Series 65 must possess 2+ years of work experience relatable to the role
A valid and active Life & Health insurance license is required, or obtained within allotted time period
Understanding wealth management business development techniques, products, services and overall industry
Understanding and experience with retail and small business banking and experience interacting with Mass Affluent and HNW clients
Consultative sales experience preferred
Ability to establish relationships and partner effectively with other departments

Preferred Qualifications:

Valid and active Series 7 & 66

Occ Language:

This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA
Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA
Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

Domestic Travel – Occasional
International Travel – Occasional
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Occasional
Climbing – Never
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous

Our Total Rewards Package

Accommodation

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About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

1. Consults with clients to identify their goals, objectives and appetite for risk. This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients’ goals

2. Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles

3. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions

4. Collaborates and understands working with NTSI traders to ensure excellence in execution

5. Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts

6. Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction

7. Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners

8. Fully participates in all ongoing training and meeting initiatives

9. Sets personal sales goals and business plan with manager based on experience and product knowledge

10. Providing the highest level of client service to clients is a top priority

11. Operates independently; has in-depth knowledge of business unit / function

12. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level

13. Carries out activities that are large in scope, cross-functional and technically difficult.

14. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities

15. Conducts preliminary analysis

16. Responsible for direct interaction with different committees and/or management

17. Strategic in developing, implementing and administering programs within functional areas

'- Strong sales, communication, and group presentation skills.

- Individual must be goal driven and self-motivated

- Some travel may be required

Experience :- Minimum 5+ years of securities industry and sales experience.
- Must have broad based knowledge of all securities products, options expertise preferred.
- Required Securities license: Series 7, 66 (or 63/65)
- Professional designation preferred (CFP)

Salary Range:

$109,940 - 186,760 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Working With Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable Accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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Company Description

MONETA is a national independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, which demonstrates our ability to evolve to meet the needs of those we serve.

Job Description

Join our dynamic team as a Financial Advisor and help clients navigate their financial journeys towards prosperity and security. As a trusted guide, you will provide personalized financial strategies, investment advice, and comprehensive planning, empowering individuals to achieve their financial goals. Leverage your expertise to build strong client relationships, analyze market trends, and deliver tailored solutions that drive financial success. If you're passionate about making a meaningful impact in the world of finance, we invite you to be part of our dedicated team.

Essential Responsibilities

Conducting In-depth Financial Analysis: Perform thorough analyses of clients' financial situations, including tax implications, investment strategies, retirement planning, and estate planning.
Specialized Investment Strategies: Work closely with the Investment Team to develop and recommend investment strategies that align with the client's specific needs, risk tolerance, and financial goals, taking into consideration their unique technical circumstances.
Tax Planning and Optimization: Advise clients on tax-efficient strategies to minimize their tax liabilities, considering various tax codes and regulations that may apply to their specific situation.
Retirement and Pension Planning: Assist clients in creating comprehensive retirement plans, including assessing various retirement vehicles, analyzing pension options, and projecting retirement income.
Estate and Inheritance Planning: Work closely with the Estate Planning Team to provide guidance on estate planning, including the creation of wills, trusts, and other vehicles to protect and distribute assets according to the client's wishes.
Risk Management and Insurance Recommendations: Evaluate clients' insurance needs, including life, disability, long-term care, and liability insurance, and make recommendations to mitigate risks.
Business Succession Planning: Advise business owners on succession planning, helping them prepare for the transfer of their business interests to heirs or potential buyers.
Customized Financial Reports and Presentations: Utilizing firm platforms including Orion and MoneyGuidePro, generate detailed reports and presentations tailored to each client's technical requirements, providing clear explanations of complex financial concepts.
Compliance and Regulatory Adherence: Ensure that all recommendations and actions comply with industry regulations, legal requirements, and ethical standards.
Collaboration with Legal and Tax Professionals: Work closely with attorneys, accountants, and other professionals to coordinate comprehensive financial strategies for clients.
Continuous Learning and Professional Development: Stay updated with advancements in technical financial planning, attending seminars, workshops, and pursuing relevant certifications.
Maintaining Client Relationships: Build and nurture long-term relationships with clients, demonstrating trustworthiness, integrity, and reliability in managing their complex financial affairs.

Qualifications

Bachelor's degree required
CFP, CFA, CPA/PFS with tax expertise, or JD with estate planning experience is a plus
A Series 65 or combination of a Series 7 and Series 66 licensing are required within 60 days of hire if a CFP or CFA designation is not previously held
CFP or CFA designation is required within 3 years of hire if not previously held

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

Paid holidays
Paid time off (PTO)
Employer cost-shared medical and dental insurance
Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
401k Match – 50% of employee contributions up to 6% of compensation
Discretionary annual profit-sharing bonus
Paid parental leave
Professional development reimbursement
Paid volunteer time off (VTO)
Employee referral incentive bonus program
Onsite wellness programs & rewards
Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.

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Manage project financing for Rail project.

Manage contractor payments for all the package wise like Civil / E&M / M&P/ Track / Rail / Traction / Telecommunication.

Scrutiny of Extension of Time (EOT) cases for concerned projects and vetted accordingly.

Scrutiny of Extra items base on requirement of the project and make Rate analysis as per SOP like take the three quotations from market and same has been financial concurred.

Concur with the Risk and Cost methodology.

Apart of the Tender Committee for the opening of Tender on the basis IFCQR and Evaluate the Initial IFCQR report and same has been open Technical Evaluation then open the Financial Evaluate.

Quality and Cost Based Selection QCBS method for Evaluation of the tenders and Evaluation of Technical & Financial Bids based on QCBS.

Preparing of the MPR and Monthly Budget for the overall project wise-Civil Work, Electrical & Mechanical Work (E&M), Machinery and Plant Work (M&P), Traction Work and Track Work etc

Preparation of Income and expenditure sheet and client fund reconciliation with bank on behalf of client.

Bachelor's Degree in Commerce

ICWAI/ ICAI certification

\n","hiringOrganization":{"@type":"Organization","name":"Hill International","sameAs":"https://www.hillintl.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Gurgaon, Haryana, India","addressCountry":"India","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":34,"item":{"@type":"JobPosting","title":"Wealth Financial Advisor - Miami, FL","datePosted":"2025-09-15","description":"

We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

We’re passionate about excellence.

What you’ll do as Financial Advisor:

You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

To help you get started, we offer you the resources needed to create your own success:

Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support

What Skills You Will Use:

Ideally, you have 7+ years of experience working as a Financial Advisor.
Bachelor's degree is preferred.
A proven and successful sales track record.
You have an active FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.

We love working with talented people but more than that, we seek out compassionate and self-motivated co-workers who want to grow a career and improve the lives of our clients. If that sounds good to you, join us.

#Li-Cbf

#Ch1

#Li-Safg

Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company","hiringOrganization":{"@type":"Organization","name":"Corebridge Financial","sameAs":"https://www.corebridgefinancial.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote-FL, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":35,"item":{"@type":"JobPosting","title":"Sr. Associate, Financial Advisor","datePosted":"2025-09-15","description":"

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Summary Of The Job:

The Sr. Associate, Investments and Planning is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.

About This Role:

Duties May Include:
Serves as an advisor to affluent clients with sophisticated investment needs
Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance
Develops networks with third party referral sources to develop new business. Partners with internal bank specialists to provide a full array of expertise to clients

The Ideal Candidate for This Role:

Bachelor’s degree in Business Administration or related field or equivalent experience.
3 years of experience in the investment or financial services industry.
FINRA Series 7 and 66 (or Series 63 & 65) registrations.
State Life, Accident & Health and Variable Contract insurance licenses.
Previous successful business development activities and effective relationship management experience.
Proven sales skills, preferably in the investment industry.
Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the finance industry and the local, state, national and global economy.
Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.
Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.
Understands and contributes to intended customer experience of helpful, easy and personal.
Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.

Candidates must possess unrestricted work authorization and not require future sponsorship.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Compensation And Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

Time Off Programs
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Health Savings Account (HSA)/Dependent Care
Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20251271

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn More Here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

","hiringOrganization":{"@type":"Organization","name":"FNBO","sameAs":"https://www.fnbo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"DeKalb, IL - Main Branch, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":36,"item":{"@type":"JobPosting","title":"Financial Advisor-Peabody, MA","datePosted":"2025-09-15","description":"

Work Location:

West Peabody, Massachusetts, United States of America

Hours:

Pay Details:

$90,000 - $90,000 USD

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business:

TD Wealth

Job Description:

Depth & Scope:

Experience selling investments and providing financial plans
Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
Ability to partner and promote lead generation
Manages goals, prioritizes tasks and comfortable working in a fast paced environment
Ensures all new & existing clients are provided with a planning experience
Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs, as well as pro-active contacts
Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client’s relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
Implements and executes a differentiated service model/experience for TD Wealth clients
Meets quarterly and annual sales goals
Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
Executes in thorough manner that is compliant with regulations, policies and procedures
Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
Ensures all Continuing Education requirements are attained
Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
Responsible for implementing TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
Represents TD Wealth to the general public in a professional manner
Is involved in the community and support TDBG charity and community initiatives

Education & Experience:

Bachelor's degree strongly preferred
2+ years of providing advice, planning and investment sales
SIE, Series 7, Series 63 required
Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals
Advanced understanding of wealth products and services
Strong verbal and written communication skills
Strong organizational and time management skills
Ability to travel within assigned market to meet prospects, clients and partners five days a week
Ability to commute within assigned territory
Strong understanding of wealth management business development techniques
Strong understanding and experience interacting with retail and small business banking clients
Consultative sales experience required
Demonstrated ability to establish relationships and partner effectively with other departments
Proven ability to achieve sales goals

Customer Accountabilities:

Understands and supports the Bank's Customer Service Strategy
Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
Models quality service delivery at every interaction
Leads and contributes to the ongoing improvement of the partner / Customer experience

Employee/Team Accountabilities:

Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
Participates fully as a member of the team and contribute to a positive work environment
May provide leadership, training, and guidance to other team members
Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
Actively shares information and knowledge, and proactively learn from the expertise of other

Occ Language:

This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant’s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.

Physical Requirements:

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

Domestic Travel – Continuous
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Occasional
Climbing – Never
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous

Our Total Rewards Package

Accommodation

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We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

We’re passionate about excellence.

What you’ll do as Financial Advisor:

You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

To help you get started, we offer you the resources needed to create your own success:

Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support

What Skills You Will Use:

Ideally, you have 7+ years of experience working as a Financial Advisor.
Bachelor's degree is preferred.
A proven and successful sales track record.
You have an active FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.

#Li-Cbf

#Ch1

#Li-Safg

Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company","hiringOrganization":{"@type":"Organization","name":"Corebridge Financial","sameAs":"https://www.corebridgefinancial.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote-FL, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":38,"item":{"@type":"JobPosting","title":"Advancing Financial Advisor","datePosted":"2025-09-15","description":"

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Skills

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

25 September 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

","hiringOrganization":{"@type":"Organization","name":"Old Mutual","sameAs":"https://www.oldmutual.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Krugersdorp, South Africa","addressCountry":"South Africa","addressRegion":"Africa"}}}},{"@type":"ListItem","position":39,"item":{"@type":"JobPosting","title":"Financial Advisor","datePosted":"2025-09-15","description":"

Job Description

Financial Advisor is responsible for the development of new business on the financial services platform and maintaining relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances. The Financial Advisor will also discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status.

Essential Functions
•   Develop new business on the financial services platform
•   Retain existing business
•   Initiate contacts for developing and closing new business
•   Conduct securities buying and selling
•   Develop and meet with prospects to explain Northwest's investment services
•   Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
•   Maintain an ongoing relationship with existing customers to retain and develop business
•   Develop a high community profile
•   Utilize Northwest office network for referrals and prospects
•   Ensure mailing lists are maintained and participating in marketing initiatives and campaigns
•   Conduct educational meetings as required
•   Communicate on the development of new business accounts
•   Administer certain client accounts as required
•   Assist with setting personal goals and targets
•   Meet and/or exceed annual production guidelines
•   Cultivate potential referrals from existing clients, Retail Offices, Northwest’s departments and centers of influence in the community
•   Complete financial profiles and accurately analyze customer needs and prepare proposals
•   Recommend products and services accordingly, taking into account all available alternatives
•   Perform presentations, meetings, and seminars with prospects
•   Finalize new agreements and all supporting new account documentation with customers
•   Cross-sell other Northwest products and services
•   Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
•   Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
•   Provide required reporting on a timely basis
•   Monitor client accounts on an ongoing basis
•   Review customer account transactions daily
•   Coordinate customer documentation and agreements
•   Schedule client meetings on a periodic basis
•   Conduct regular investment/relationship reviews as required to retail client relationship, and securities buying and selling as directed by client (licensed representatives)
•   Complete timely buying and selling (licensed representatives)
•   Oversee/schedule client distributions / bill payments
•   Review financial / investment markets daily
•   Ensure total document and data integrity
•   Develop a high community profile
•   Initiate and author client correspondence
•   Assure accurate information passed to Operations
•   Oversee system coding on individual accounts
•   Adhere to stated fee schedules
•   Minimize nonstandard fee schedules

Additional Essential Functions
    Essential Functions
•   Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
•   Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
•   Work as part of a team
•   Work with on-site equipment

Additional Responsibilities
•   Assist with setting personal goals and targets
•   Recommend improvements to sales and procedures
•   Recommend new marketing initiatives / potential new business opportunities
•   Recommend additions to product and services offerings
•   Complete special projects as they are assigned

Safety and Health for Supervisors without Direct Reports
•   Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
•   Consistently and fairly enforce safe work practices
•   Ensure that each employee knows what to do in the event of an emergency

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Preferred Education

Bachelor's Degree in Finance /Related Degree

Preferred Work Experience

6 - 8 years relevant experience

General Employee Knowledge, Skills, and Abilities

•    Ability to establish effective working relationships among team members and participate in solving problems and making decisions
•   Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
•   Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
•   Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
•   Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas

Additional Knowledge, Skills and Abilities

Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge in Investments, IRA’s and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Employee Benefits

Licenses and Certifications

Series 7
Life/Accident/Health
Series 63
Series 65 or Series 66

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

","hiringOrganization":{"@type":"Organization","name":"Northwest Bank","sameAs":"https://www.northwest.bank/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Williamsport, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":40,"item":{"@type":"JobPosting","title":"Financial Advisor - Smyrna, DE - Market 34, Region 266","datePosted":"2025-09-14","description":"

Search For Branch Support Positions By State

Delaware

Position Type

Financial Advisor

Eeo Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Awards And Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Position Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?

An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities

Can you see yourself…

Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business’s growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:

A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression

Licensing:

SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

City

Smyrna

Salary Information

Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.

Compensation:
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

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Search For Branch Support Positions By State

Virginia

Position Type

Financial Advisor

Eeo Statement

Company Description

Awards And Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Position Requirements

What characteristics would make you a successful financial advisor?

An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities

Can you see yourself…

Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business’s growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:

A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression

Licensing:

SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

City

Spotsylvania

Salary Information

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Search For Branch Support Positions By State

Texas

Position Type

Financial Advisor

Eeo Statement

Company Description

Awards And Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Position Requirements

What characteristics would make you a successful financial advisor?

An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities

Can you see yourself…

Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business’s growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:

A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression

Licensing:

SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

City

North Richland Hills

Salary Information

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Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data

\n\n

Desired Qualifications:

Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid)
Location: 4256 Radford Dr, Honolulu, Hawaii 96818.
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive

\n\n\n\n\n

Our approach to careers is simple yet powerful: Make our mission your passion.

Best Companies for Latinos to Work for 2024
Computerworld® Best Places to Work in IT
Forbes® 2025 America’s Best Large Employers
Forbes® 2024 America's Best Employers for New Grads
Forbes® 2024 America's Best Employers for Tech Workers
Fortune Best Workplaces for Millennials™ 2024
Fortune Best Workplaces for Women ™ 2024
Fortune 100 Best Companies to Work For® 2025
Military Times 2024 Best for Vets Employers
Newsweek Most Loved Workplaces
2024 PEOPLE® Companies That Care
RippleMatch Recruiting Choice Award
Yello and WayUp Top 100 Internship Programs

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

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Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services to nearly 20,000 clients with assets under management totaling $4 billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts.

Position Summary:

CIA Financial Advisors provide investment advice, portfolio analysis and trade execution for CIA clients. The advisor is expected to recommend investment plans and instruments which are appropriate for the client based on each particular client’s objectives, time horizon and risk tolerances. This may include the use of a wide variety of investment vehicles including, but not limited to individual stocks, mutual funds, bonds, advisory services, fixed and variable annuities, or combinations of all of these used in an advisory account. Advisors may also recommend models within an advisory account with these models being managed by outside, professional money management companies. The Financial Advisor must periodically meet with their clients to reevaluate the client’s situation and determine if any changes should be made regarding their investment portfolios. For instances of advisory accounts Financial Advisors are required to have reviews with clients no less than on an annual basis. In addition to the sales aspects of this position, the Financial Advisor is expected to hold the best interest of the client as their number one priority. This could include the cross-selling of bank products in lieu of a non-deposit investment product.

Financial Advisors are expected to actively participate in the company’s referral program. Advisors are expected to follow-up on all referrals made to them through the company’s program and to promptly qualify any referral once an appointment is held. Referrals may come from the bank’s Retail Department or other departments within the bank. The bank’s expectation of prompt follow-up and qualification by CIA ensures that the referring bank employee receives any referral incentives they are entitled to in a timely manner. (Referral incentives are paid only on qualified referrals, which requires a face-to-face meeting or phone appointment).

It is expected that the Financial Advisor will maintain relationships outside the bank through community service organizations or charities to assist in building a networking group and to assist in the gathering of assets and growing their business. In addition to networking through organizations Financial Advisors are encouraged to develop a network with local attorneys and CPAs where these professionals may make referrals to the advisor or that the advisor may refer clients back to when one of these groups’ services are needed.

Each Financial Advisor is expected to maintain a level of expertise in the financial markets and economic conditions through independent study and networking with fellow Central Investment Advisor Financial Advisors. To aid the Financial Advisors in their recommendations they have at their disposal a wide variety of research tools.

Wealth Vision, Morningstar Workstation and Client Goals – Financial Planning

Argus – Equity Research

Advisory World – Advisory portfolio proposal software

Financial Advisors are expected to follow the Central Investment Advisor Policy as well as all rules of the broker dealer as detailed in the LPL Financial Compliance Manual. This includes the required completion of annual continuing education requirements of LPL. These requirements include Anti-Money Laundering, Annual Compliance Questionnaire and the Annual Compliance Meeting. The Financial Advisor is also required to complete the required Financial Industry Regulatory Authority (FINRA) Continuing Education every two years. Failure to complete any of these within the requested timeframe can result in suspension, fines or termination.

The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer’s technology platform known as Clientworks.

The Financial Advisor is also required to maintain a set of branch office files by FINRA. These files include, but are not limited to Incoming Correspondence, Outgoing Correspondence, Written Complaints, Verbal Complaints, Good Til Cancelled Orders, Insurance Contract Delivery Receipts, etc. All of these files are maintained via the broker dealer on-line platform known as Clientworks.

\n\n

The Financial Advisor is required to document all client contact and communications within Central Investment Advisor preferred contact management system, Redtail. Redtail is used as the primary “tracking” mechanism for all client communications and meetings/appointments. The Advisor is required to maintain notes regarding contact with each client to ensure that clients’ requests and activities are documented in a timely and accurate manner. The usage of notes is required as they may assist the Advisor, the broker dealer or Central Investment Advisors management if a complaint should be registered by a client. The Advisor will have the ability to assign tasks to anyone assisting them with their client base via Redtail and will be able to view the status of those tasks at any point in time.

The Advisor will be responsible for ensuring that monthly management reports are created as assigned by Central Investment Advisor Management for each assigned Advisor or branch office. This may include tracking the number of appointments held by each Advisor during the month, the number of new accounts opened by Advisor, the number of accounts transferred out/in by the Advisor, and the number of referrals made/received. The number of management reports may grow in the future and the Advisor will be responsible for making sure new reports are completed. Each Advisor will participate in an annual planning meeting with CIA Management. This meeting will cover a variety of topics including, but not limited to current year’s revenue standings, upcoming year’s budgeted revenue, expected expenses for the upcoming year, plans for special events or areas of focus for new business for the upcoming year. The advisor is also required to attend periodic meetings that program management hosts for the entire program. These meetings will be held in various locations throughout the company’s footprint.

This position requires a significant level of technical expertise in that the Financial Advisor is required to utilize several different software programs for various aspects of their duties. These include, but are not limited to the following:

Clientworks – trading, books & records & client reporting platform offered through national LPL Financial
Redtail – contact management system offered through Redtail Technologies Inc.
Albridge – reporting/product consolidation system offered through Albridge Solutions
Argus Research – Independent equity research service offered through Argus Research Group
Financial Planning - WealthVision, MoneyGuide Pro, Client Goals or another financial planning tool approved by the CIA Program Manager

Each Financial Advisor will be involved from an “assistance” perspective with regard to clients banking relationships. The Advisor may give basic banking assistance to clients about brokerage funding account balances. They may accept requests for money movement from a brokerage funding account to another bank account, follow-up with clients on insufficient items derived from a brokerage transaction and request the issuance of bank checks for sale proceeds or dividend/interest payments from brokerage funding accounts to be mailed to clients. The Financial Advisor may not process money movement requests, accept checks for deposits to bank accounts, address changes for bank accounts, and may not have access to maintenance or establish any type of account residing on the banking system.

Essential Duties And Responsibilities:

Provide investment advice, portfolio analysis and trade execution for clients

Recommend investment plans and instruments based on client’s objectives, time horizon and risk tolerances.
Periodically meet with clients to reevaluate client situation and adjust if necessary.
Maintain client interests as the number one priority.
Cross sell bank products if appropriate.
Utilize a wide variety of investment vehicles including advisory services.
Maintain relationships outside the bank to assist in gathering assets.
Network with local professionals and be involved in the community.
Participate in the company’s referral program

Maintain a level of expertise in financial markets and economic conditions

Independent study
Network with fellow Central Investment Advisor Financial Advisor
Utilize research tools provided by broker dealer

Ensure compliance with Central Investment Advisor Policy as well as broker dealer compliance manual

Complete annual continuing education requirements
Attend anti-money laundering training
Attend Annual Compliance Meeting
Complete Annual Compliance Questionnaire
Complete required FINRA continuing education every 2 years
Failure of above listed requirements can result in suspension, fines or termination

Maintain books and records for all clients in the registered branch office

Perform periodic review with client to update information
Respond to inquiries made by LPL during new account document checks and trade surveillance via Clientworks.
Maintain FINRA required files documenting activities in the office.

Utilize contact management system, Redtail

Establish new contacts/clients & maintain existing contacts
Document all client contact and communications
Keep notes regarding contacts with clients – useful if complaints are brought by client
Assign tasks to support people

Update and maintain required management reports (analytical duties)

Ensure completion of monthly checklist & submission to Direct Supervisory Principal
Communicate with program management on annual business plan and update on progress periodically

Other duties and responsibilities

Required attendance at quarterly sales meetings
Establish relationship with bank branch for continued referral source
Other duties as assigned

\nQualifications\n

Bachelor’s Degree in a Business discipline

3 - 5 years Brokerage experience preferred

Series 7, Series 63 & 65 or 66 Licenses required.

Life and Health insurance licenses

Certified Financial Planner designation highly recommended

Strong desire to succeed in a highly competitive industry

Exceptional Listening Skills

Exceptional customer-service attitude with strong client relation skills

Ability to communicate effectively with individuals or groups

Strong Pc Skills

Self-starter – initiative to begin projects independently

Effective oral & written communication skills

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Who Are We?

Purpose Of The Role

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
Providing sound financial advice and a high level of client service in a Branch context.
Creating opportunities for client optimisation and cross selling of value-added services.

\n\n

Key Responsibilities

1. Sales Delivery

Gain and maintain an in-depth understanding of SRM product ranges.
Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
Conduct due diligence on clients to identify and flag risks.
Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch client service and client retention
Quality, compliance and continuous development
Monthly planning and reporting

Responsible for servicing and managing all client profiles to ensure clients remain on the books.\n\t\n
Gain insight into client risk profiles to proactively identify where support will be required.\n\t\n
Responsible for in-branch servicing in line with client experience standards:\n\t\n
Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
Manage persistency of client payments in favour of both the branch and the client.
Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.
Remain up to date with and continuously adhere to compliance and quality standards.
Keep up to date with own registration, product knowledge and maintenance of own CPD points.
Identify risks and flag potentially fraudulent activities.
Keep and store relevant records of advice.
Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making.
Responsible for reporting on activities daily, through using relevant technology platforms.
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Perform any ad-hoc requirements as requested by the Retail Branch Manager.

\n\n\n\n\n

Qualifications

Matric (Grade 12)
RE5 advantageous
FAIS Compliant (Wealth Management) as per DOFA requirements.
Class of Business training (to be completed within 12-months of employment)

Knowledge And Experience

Knowledge:

Client service.
Sales and cross-selling tactics and strategies (client optimisation).
Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
Knowledge on insurance products would be advantageous.

Experience:

1-year experience in a sales or marketing capacity.
Experience within insurance branches an advantage.

Skills And Competencies

Persistently focused on achieving targets
Analysing information
Technologically orientated
Selling and influencing skills
Critical thinking skills
Strong communicator (verbally and in writing)
Strong customer service orientation
Organising skills
Adaptable and open to learning

Personal Attributes

\nBusiness insight - Contributing independentlyDecision quality - Contributing independentlyBuilds effective teams - Contributing independentlyPlans and aligns - Contributing independently

Build A Successful Career With Us

Core Competencies

Turnaround Time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our Commitment To Transformation

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Position Overview

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Competencies

Work Experience

Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (Eeo)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

","hiringOrganization":{"@type":"Organization","name":"PNC","sameAs":"https://www.pnc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Robinson Town Centre (PA651), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":47,"item":{"@type":"JobPosting","title":"Senior Financial Advisor - Broadway & MacDonald Branch","datePosted":"2025-09-12","description":"\n\n\n\n

Requisition ID: 235757

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

\n\n

About The Role

What your role will be…
\nSenior Financial Advisor
\nAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
\nWhat you’ll be doing…

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by:

Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
Educating our customers, providing relevant insights and expert advice
Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals
Nurturing strong, long-standing relationships
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

What you need to succeed…

The appetite and drive to build strong customer relationships
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
A Mutual Funds licence and completed CIFP Diploma

What We’Re Offering…

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
A competitive compensation and benefits package.
An organization committed to making a difference in our communities– for you and our customers.
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
You’ll receive clear, transparent criteria to progress in your career.
You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

\n\n

Location(s): Canada : British Columbia : Vancouver
\n
\nScotiabank is a leading bank in the Americas. Guided by our purpose: \"for every future\", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
\n
\nAt Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Investments, you may be based in locations throughout the East Coast including Millburn, Deptford, Vorhees, Bridgewater, or Princeton, NJ, Lancaster, PA, Wilmington, DE, Baltimore or Potomac, MD, Washington, D.C., Alexandria, VA, or Raleigh or Charlotte, NC.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Investments, we are passionate about our values and helping our advisors build their future.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Pay Transparency

Base Salary: $75,000.00 – $75,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 09/12/2025, although it may be longer with business discretion.

Benefits

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

Disability Accommodations Statement

Equal Employment Opportunity (Eeo)

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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Work Location:

Burlington, Vermont, United States of America

Hours:

Pay Details:

$25.00 - $37.25 USD

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business:

TD Wealth

Job Description:

The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame.

Once the Trainee program is complete you will be transitioned into an FAA role and will need to be able to attract and retain clients by addressing their wealth management advisory needs. You will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.

You must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. You must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as the client’s advisor. As an FA you will be a fiduciary and will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client’s financial status or goals or the need for different strategies or products. Once transitioned to an FA role you will be responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.

As an FAA, you will need to rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Once assigned a territory, you will educate and coach Retail Store staff to identify referral prospects. You will need to be able to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary.

Depth & Scope:

Obtains the requisite set of skills to qualify for the role of Financial Advisor Associate within a specified time frame
Actively calls and meets with TD Bank customers and prospects with the goal to deepen customer relationships, assist with customer service issues, and identify customer financial needs
Utilizes a financial needs assessment tool to identify annuity and insurance sales opportunities as well as referral opportunities to TD Wealth businesses and affiliates
Meets the insurance agency requirements, policies and procedures to effectuate annuity and insurance sales, including for qualified accounts in accordance and compliance with all of TD Wealth's policies and procedures
Recommends and provides direct sales and fulfillment of insurance and annuity solutions, where suitable
Able to provide TD Bank employees information and education on wealth products & service offerings, including training on annuities and insurance products
Able to provide sales training on annuity and insurance offerings for TD Bank licensed insurance agents
Maintains on-going relationships with insurance and annuity clients and refers to TD Wealth businesses and affiliates based on customer wants and needs
Responsible for all aspects of insurance and annuity business in their region, including sales and renewal process, application intake, delivery, and other servicing needs
Maintains close relationship with Insurance Companies to achieve excellent customer service
Develops detailed understanding of products and services offered within TD Wealth businesses and affiliates in order to make appropriate referrals for each customer
Maintains expert knowledge of the annuity and insurance products, local market, competitive offers, economic and regulatory trends
Responsible for accurate and complete reporting, as required by management
Meets regularly with Retail Bank employees to educate on annuity and insurance products and offerings from TD Wealth businesses and affiliates

Education & Experience:

Bachelor's Degree strongly preferred
1+ years of relevant work experience or college degree
SIE required
Ability to obtain Life & Health, Series 7 and Series 66 (or equivalent) within Licensing & Registration Schedule
Self-directed, with strong ability to plan own activities to achieve sales and referral goals
General understanding of wealth products and services
Strong verbal and written communication skills
Strong organizational and time management skills
Ability to travel to our FA training class upon obtaining all required licenses and registration
Ability to commute to assigned office for in-person training & studying five days a week

Customer Accountabilities:

Understands and supports the Bank's Customer Service Strategy
Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
Models quality service delivery at every interaction
Leads and contributes to the ongoing improvement of the partner / Customer experience

Employee/Team Accountabilities:

Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
Participates fully as a member of the team and contribute to a positive work environment
May provide leadership, training, and guidance to other team members
Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
Actively shares information and knowledge, and proactively learn from the expertise of other

Our Total Rewards Package

Accommodation

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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How You'Ll Succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

#Li-Ta

What Cibc Offers

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Westmount-Sherbrooke&Victoria

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Westmount-Sherbrooke&Victoria, Canada","addressCountry":"Canada","addressRegion":"North America"}}}}]}

Summary

Responsibilities

Qualifications

Benefits

How You'Ll Succeed

Who You Are

#Li-Ta ​

What Cibc Offers

Job Location

Employment Type

Weekly Hours

Skills

How You'Ll Succeed

Who You Are

#Li

What Cibc Offers

Job Location

Employment Type

Weekly Hours

Skills

How You’Ll Succeed

Who You Are

What Cibc Offers

Expected End Date

Job Location

Employment Type

Weekly Hours

Skills

How You'Ll Succeed

Who You Are

#Li-Ta

What Cibc Offers

Job Location

Employment Type

Weekly Hours

Skills

#Li-Remote

#Pjpw2

Base Salary Range

How You’Ll Succeed

Who You Are

What Cibc Offers

Job Location

Employment Type

Weekly Hours

Skills

What You Will Be Doing

More About You

What We Offer

Who Are We?

Purpose Of The Role

Key Responsibilities

1. Sales Delivery

Qualifications

Matric (Grade 12)

Re5 Advantageous

Knowledge And Experience

Knowledge:

Experience:

Skills And Competencies

Personal Attributes

Build A Successful Career With Us

Core Competencies

Turnaround Time

Our Commitment To Transformation

Who Are We?

Purpose Of The Role

Key Responsibilities

1. Sales Delivery

Qualifications

Knowledge And Experience

Skills And Competencies

Personal Attributes

Build A Successful Career With Us

Turnaround Time

Our Commitment To Transformation

Who Are We?

What Will You Do?

What Will Make You Successful In This Role?

Sales Delivery:

#Li-Ta

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